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Journey Advisory Group, LLC

All holdings · as of Dec 31, 2025

262 positions

CompanyClassValueShares% of portfolio
VANGUARD TAX-MANAGED FDS$45.66M730,8403.8%
ISHARES TR$44.20M669,7133.7%
MICROSOFT CORP$42.78M88,4623.6%
VANGUARD BD INDEX FDS$40.74M550,0533.4%
Apple Inc.$40.14M147,6453.4%
Alphabet Inc.$25.65M81,9452.2%
iShares MSCI UAE ETF$25.17M126,7152.1%
PROCTER & GAMBLE Co$25.01M174,4902.1%
ELI LILLY & Co$23.70M22,0552.0%
JPMORGAN CHASE & CO$23.70M73,5402.0%
iShares MSCI UAE ETF$20.92M222,1351.8%
Broadcom Inc.$20.84M60,2241.8%
VANGUARD INTL EQUITY INDEX F$19.80M236,8121.7%
SCHWAB STRATEGIC TR$19.38M795,3441.6%
ISHARES TR$19.10M849,8361.6%
ISHARES TR$18.92M845,8791.6%
ISHARES TR$18.79M775,4281.6%
ISHARES TR$16.96M773,0011.4%
VANGUARD SPECIALIZED FUNDS$16.71M76,0091.4%
ISHARES TR$16.69M548,0011.4%
ISHARES TR$16.22M817,5111.4%
iShares MSCI UAE ETF$16.07M64,1991.4%
NVIDIA Corp$13.30M71,3381.1%
ISHARES TR$12.50M180,0321.1%
ISHARES TR$11.46M190,8321.0%
AbbVie Inc.$10.98M48,0760.9%
WISDOMTREE TR$10.74M120,0550.9%
Meta Platforms Inc$9.88M14,9620.8%
Walmart Inc.$9.68M87,3340.8%
GENERAL ELECTRIC CO$9.61M31,2060.8%
ISHARES TR$9.57M249,8820.8%
SPDR GOLD TR$9.51M23,9910.8%
SELECT SECTOR SPDR TR$9.30M64,5840.8%
COSTCO WHOLESALE CORP /NEW$9.09M10,5390.8%
ISHARES INC$8.74M411,3250.7%
ISHARES TR$8.65M86,2090.7%
MITSUBISHI UFJ FINANCIAL GROUP INCMUFGADR$8.13M512,7370.7%
WASTE MANAGEMENT INC$8.01M36,4620.7%
SSGA ACTIVE ETF TR$7.90M196,3530.7%
ISHARES TR$7.76M64,5680.7%
SCHWAB STRATEGIC TR$7.38M163,2050.6%
Visa Inc$7.34M20,9240.6%
SSGA ACTIVE TR$7.21M152,4410.6%
ISHARES TR$7.16M10,4580.6%
SELECT SECTOR SPDR TR$7.16M46,2730.6%
SCHWAB STRATEGIC TR$7.03M258,3430.6%
INVESCO EXCHANGE TRADED FD T$6.88M146,5520.6%
CINTAS CORP$6.79M36,1000.6%
TJX Cos Inc/The$6.78M44,1540.6%
Marathon Petroleum Corp$6.71M41,1000.6%
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